Gen Digital
533 hedge funds and large institutions have $9.19B invested in Gen Digital in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 215 reducing their positions, and 43 closing their positions.
200% more call options, than puts
Call options by funds: $48.2M | Put options by funds: $16.1M
42% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 43
3% more funds holding
Funds holding: 518 → 533 (+15)
0.73% less ownership
Funds ownership: 81.83% → 81.1% (-0.73%)
5% less capital invested
Capital invested by funds: $9.69B → $9.19B (-$497M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
23% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$83.9M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$65.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$55M |
| 4 |
TC
TwinBeech Capital
Purchase,
New York
|
+$19.5M |
| 5 |
JCM
Junto Capital Management
New York
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$81.7M |
| 2 |
Amundi
Paris,
France
|
-$41.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$40.5M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$27.4M |
| 5 |
Man Group
London,
United Kingdom
|
-$26.9M |
GEN Hedge Fund Activity: Q3 2023 in Review
533 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q3 2023, worth a combined $9.19B — down 5.1% from $9.69B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new GEN positions and 43 closed out — a net gain of 18 holders — while 166 added to existing stakes and 215 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $83.9M. The largest seller was AllianceBernstein, cutting an estimated $81.7M.
- 533 institutional investors held Gen Digital (GEN) as of Q3 2023, up from 518 in Q2 2023.
- Funds reported $9.19B of Gen Digital stock for Q3 2023, down 5.1% quarter-over-quarter.
- 61 funds opened new Gen Digital positions in Q3 2023 and 43 closed out, a net change of +18 holders.
- The largest Gen Digital buyer in Q3 2023 was LSV Asset Management, an estimated $83.9M added.
- The largest Gen Digital seller in Q3 2023 was AllianceBernstein, an estimated $81.7M sold.
Based on aggregated 13F filings for Q3 2023.